+115.3%
DINO vs HALO
+41.1%
+74.3%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +2.3% | -2.7% | +5.0% | +2.3% |
| 30D | +22.6% | +5.3% | +17.3% | +22.7% |
| 3M | +55.2% | +51.6% | +3.7% | +54.3% |
| 6M | +93.8% | +61.3% | +32.5% | +91.6% |
| YTD | +139.5% | +59.3% | +80.2% | +147.5% |
| 1Y | +115.3% | +38.3% | +77.0% | +115.1% |
| All | +115.3% | +41.1% | +74.3% | +115.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HALO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling